Deanna Purvis
Financial Advisor
CFP®
A life-long resident of the Cincinnati area, Deanna holds Bachelor of Science degrees in both Financial Services and in Finance from Ohio's Wright State University, has earned an associate degree in Human Resource Management, and is a CERTIFIED FINANCIAL PLANNER® professional. An avid runner, she spends her free time volunteering as a fundraiser for numerous local charity events and animal rescue organizations. Deanna Purvis lives with her husband in the Loveland area of northeast Cincinnati.
Latest Insights
Why a Real Financial Advisor Matters in an AI World
AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …
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The Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio
Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …
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